Our Services

Through Lisa Kops-Wendel's affiliation as an Investment Advisor Representative with United Planners Financial Services, she may offer the following services:

 

 

 

Investment Management

  • Institutional Managers
  • Brokerage Accounts
  • Exchange Traded Funds
  • Equities
  • Bonds

 

Investment Advisory Services

  • Fee Based Services
  • Cash Flow Management

 

Retirement Planning

  • IRA
  • ROTH IRA
  • SEP IRA
  • Pensions
  • Deferred Compensation
  • Stock Options
  • 457 Plans
  • SIMPLE IRA

 

Retirement Distribution Planning

  • Required Minimum Distributions Planning
  • Withdrawal Strategies & Options

 

College Planning

  • 529 Plans
  • Coverdell Plans
  • Custodial Accounts

 

Financial Services for Women

  • Goal Specific Planning for Women
  • Financial Education
  • Change of Life Strategy Planning

 

Insurance Services

  • Life Insurance*
  • Annuities*
  • Long Term Care/Disability*

 

* Not offered through affiliation with United Planners